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Jun 30, 2025
Kingsoft Cloud Q2 2025 Earnings Report
Kingsoft Cloud delivered strong top-line growth in Q2 2025, fueled by AI demand, but remained in net loss due to credit provisions and financial expenses.
Key Takeaways
In Q2 2025, Kingsoft Cloud achieved 24% year-over-year revenue growth, driven by strength in AI-related services. Despite improvements in gross margin and operational efficiency, the company posted a net loss of $63.8 million due to provisions for credit losses and higher interest expenses.
Revenue by Segment
Forward Guidance
The company expects continued AI demand and margin improvement, with a focus on profitability in the second half of 2025.
Positive Outlook
- AI business expected to remain a key growth engine
- Gross margin projected to further expand
- Operational efficiency continues to improve
- Company maintaining focus on profitability
- Growing enterprise cloud pipeline
Challenges Ahead
- Ongoing credit loss provisions may affect net income
- Higher interest expenses remain a headwind
- Fierce competition in public cloud pricing
- Profitability timeline remains uncertain
- Currency and macro risks in China cloud market
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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